WealthPLAN Partners, LLC
Position in BAPR — Innovator U.S. Equity Buffer ETF - April
CIK 1639943
OMAHA, NE
Position in BAPR
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$463,252
+$9,458 QoQ
Shares Held
9,458
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAPR Over Time
Shares Held
Position Value (USD)
All Filings in BAPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $463,252 | 9,458 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $453,794 | 9,458 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $443,646 | 9,458 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $427,388 | 9,458 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $401,681 | 9,458 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $413,545 | 9,333 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $404,772 | 9,333 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $387,226 | 9,333 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $84,466 | 2,360 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $79,201 | 2,360 | Shares | Other | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||